Kearns & Associates’s Bristol-Myers Squibb BMY Stock Holding History

Kearns & Associates’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,770	Closed	-$204K	–	43
2024 Q1	$204K	Buy	+3,770	New	+$192K	0.16%	42
2023 Q4	–	Sell	-3,770	Closed	-$219K	–	43
2023 Q3	$219K	Hold	3,770	–	–	0.21%	39
2023 Q2	$241K	Hold	3,770	–	–	0.22%	35
2023 Q1	$261K	Hold	3,770	–	–	0.26%	32
2022 Q4	$271K	Buy	+3,770	New	+$284K	0.29%	30

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kearns & Associates's BMY Position: Q2 2024 in Review

Kearns & Associates sold out of Bristol-Myers Squibb (BMY) in Q2 2024, closing a stake of 3,770 shares — an estimated $204K sold.

Kearns & Associates first reported a position in BMY in Q4 2022 and held it in 5 quarters. The position peaked at $271K in Q4 2022. 2,148 funds tracked by Wall St. Rank hold BMY as of Q2 2024.

Kearns & Associates reported no remaining Bristol-Myers Squibb position as of Q2 2024 after selling out during the quarter.
Kearns & Associates sold 3,770 Bristol-Myers Squibb shares in Q2 2024, an estimated $204K.
Kearns & Associates first reported a position in Bristol-Myers Squibb in Q4 2022 and held it in 5 quarters.
Kearns & Associates's Bristol-Myers Squibb position peaked at $271K in Q4 2022.
2,148 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2024.

Based on Kearns & Associates's 13F filing for Q2 2024, filed 1 Aug 2024.